
#101: Neoclouds, semiconductors and opportunities in healthcare and software
Jul 6, 2026 - 00:22:42
Radio and PodcastLive Radio & Podcasts
0:00 – Intro0:45 – The AI takeoff moment: why early 2026 feels different2:20 – From ChatGPT to agents: the real step-change in capability4:30 – Senior developers don’t write code anymore: time compression explained6:40 –...